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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Angie Storozynski | Seaport Research Partners | 13 | 31% |
| Jeremy Tonet | JPMorgan | 12 | 0% |
| Paul Zimbardo | Jefferies | 10 | 0% |
| Tony Crowdell | Mizuho Securities | 8 | 13% |
| Dave Paz | Wolfe Research | 8 | 0% |
| Steve Fleishman | Wolfe Research | 5 | 0% |
| Shar Pourreza | Wells Fargo | 5 | 0% |
| Paul Patterson | Glenrock Associates | 4 | 0% |
| Dave Arcaro | Morgan Stanley | 4 | 0% |
| Gary Antonette | JPMorgan | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 2 | 15 | 0% |
| Wolfe Research | 2 | 13 | 0% |
| Seaport Research Partners | 1 | 13 | 31% |
| Jefferies |
| 1 |
| 10 |
| 0% |
| Mizuho Securities | 1 | 8 | 13% |
| Wells Fargo | 2 | 7 | 0% |
| Barclays | 2 | 4 | 0% |
| Morgan Stanley | 1 | 4 | 0% |
PPL reported Q1 ongoing EPS of $0.63, up $0.03 year-over-year, as the Pennsylvania rate case settlement was recommended for approval. The data center pipeline grew another 12% to 28.3 GW, and Kentucky load nearly doubled to 3.5 GW. Management reaffirmed all 2026 guidance at $1.90-$1.98 per share while announcing nuclear and pumped hydro partnerships to diversify the generation portfolio.
Regulation Policy | Capex Investment | Demand | Competitive Dynamics | Capital Allocation | Revenue Growth | Cloud & AI | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 4 | 2 | 2 | 3 | 3 | 2 | |
| 2025Q1 | 4 | 5 | 5 | 1 | 1 | 1 | 4 | |
| 2025Q2 | 5 | 7 | 2 | 2 | 3 | 1 | ||
| 2025Q3 | 6 | 4 | 6 | 2 | 2 | 2 | 1 | |
| 2025Q4 | 6 | 6 | 1 | 3 | 2 | 2 | ||
| 2026Q1 | 8 | 5 | 4 | 6 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Regulation Policy | 7 | 4 | 5 | 6 | 6 | 8 |
| Capex Investment | 4 | 5 | 7 | 4 | 6 | 5 |
| Demand | 2 | 5 | 2 | 6 | 1 | 4 |
| Competitive Dynamics | 2 | 1 | 2 | 2 | 3 | 6 |
| Capital Allocation | 3 | 1 | 3 | 2 | ||
| Revenue Growth | 3 | 1 | 2 | 2 | ||
| Cloud & AI | 4 | 2 | 2 | |||
| Cost Pressure | 2 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PPL PPL Corporation | 7 | +10.8% | |
| AEE Ameren | 7 | +3.8% | |
| AEP American Electric Power | 5 | +6.8% | |
| CMS CMS Energy | 6 | +11.6% | |
| CNP CenterPoint Energy | 5 | +1.9% | |
| D Dominion Energy | 7 | +23.1% | |
| DTE DTE Energy | 7 | +15.8% | |
| DUK Duke Energy | 8 | +11.3% | |
| ED Consolidated Edison | 6 | +6.2% | |
| EIX Edison International | 6 | +7.7% | |
| ES Eversource Energy | 6 | +9.4% | |
| ETR Entergy | 8 | +12.0% | |
| EVRG Evergy | 7 | +5.5% | |
| EXC Exelon | 6 | +7.9% | |
| FE FirstEnergy | 7 | +11.6% | |
| LNT Alliant Energy | 5 | +5.0% | |
| NEE NextEra Energy | 6 | +7.3% | |
| PCG PG&E Corporation | 8 | +15.0% | |
| PEG Public Service Enterprise Group | 9 | +19.4% | |
| PNW Pinnacle West | 8 | +11.4% | |
| SO Southern Company | 6 | +8.0% | |
| WEC WEC Energy Group | 7 | +9.0% | |
| XEL Xcel Energy | 6 | +2.9% |